SIA
Schechter Investment Advisors’s Public Service Enterprise Group PEG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $1.53M | Sell |
18,534
-2,605
| -12% | -$214K | 0.13% | 159 |
|
2024
Q4 | $1.79M | Sell |
21,139
-667
| -3% | -$56.4K | 0.14% | 141 |
|
2024
Q3 | $1.95M | Sell |
21,806
-1,441
| -6% | -$129K | 0.14% | 143 |
|
2024
Q2 | $1.71M | Sell |
23,247
-89
| -0.4% | -$6.56K | 0.13% | 150 |
|
2024
Q1 | $1.56M | Buy |
23,336
+258
| +1% | +$17.2K | 0.12% | 165 |
|
2023
Q4 | $1.41M | Buy |
23,078
+647
| +3% | +$39.6K | 0.12% | 162 |
|
2023
Q3 | $1.28M | Buy |
22,431
+1,582
| +8% | +$90K | 0.12% | 178 |
|
2023
Q2 | $1.31M | Sell |
20,849
-245
| -1% | -$15.3K | 0.12% | 196 |
|
2023
Q1 | $1.32M | Buy |
21,094
+2,516
| +14% | +$157K | 0.12% | 194 |
|
2022
Q4 | $1.14M | Buy |
18,578
+219
| +1% | +$13.4K | 0.1% | 251 |
|
2022
Q3 | $1.03M | Buy |
18,359
+188
| +1% | +$10.6K | 0.1% | 267 |
|
2022
Q2 | $1.15M | Sell |
18,171
-5,305
| -23% | -$335K | 0.11% | 238 |
|
2022
Q1 | $1.64M | Sell |
23,476
-1,827
| -7% | -$128K | 0.15% | 144 |
|
2021
Q4 | $1.69M | Buy |
+25,303
| New | +$1.69M | 0.15% | 152 |
|